bearish•ZKH Group•22 Mar 2023 15:52
ZKH Group IPO: The Bear Case
The key elements of the bear case rest on market share losses, slowing top-line growth, declining take rates and persistent cash burn.
bullish•ZKH Group•16 Mar 2023 12:59
ZKH IPO: Neither Good nor Bad
ZKH is a leading MRO procurement service platform in China offering digital and fulfilment solutions. The company has filed for an IPO in the US...
bearish•ZKH Group•14 Mar 2023 10:42
ZKH Group Pre-IPO - If Only Its Growth Was Sustainable
ZKH Group (ZKH US) is looking to raise about US$300m in its upcoming US IPO. ZKH Group is a leading maintenance repair and operations (MRO)...
bullish•ZKH Group•13 Mar 2023 16:26
ZKH Group IPO: The Bull Case
The key elements of the bull case rest on large addressable markets, solid customer loyalty, improving gross margin, lower operating losses and a...
bearish•JD Industrials•29 May 2023 15:57